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Turtles all the way down!

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Picture of Turtles all the way down!

Turtles all the way down!

More thoughts on two stocks I own

April 13, 2025, 11:13 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

4 quick ideas

April 9, 2025, 6:32 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Update #9

April 6, 2025, 10:05 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

A few investing rules of thumb in a market Crash

April 5, 2025, 10:19 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

The US will not be fine

April 4, 2025, 1:58 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Software co at 1.35x sales

April 1, 2025, 12:44 p.m.

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Picture of Turtles all the way down!

Turtles all the way down!

More Watchlist candidates

March 18, 2025, 8:31 p.m.

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Picture of Turtles all the way down!

Turtles all the way down!

5 stocks from my watchlist

March 10, 2025, 4:56 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Travel company at 6x PE

March 2, 2025, 11:06 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Update #8

Feb. 25, 2025, 1:28 a.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Quick idea

Feb. 19, 2025, 3:20 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

DADA Nexus Take-Under

Feb. 16, 2025, 6:32 p.m.

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Picture of Turtles all the way down!

Turtles all the way down!

Serica Energy

Feb. 12, 2025, 4:19 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Reviving two old ideas

Feb. 11, 2025, 8:18 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

European healthcare service provider

Jan. 28, 2025, 12:49 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Update on most of my active ideas

Jan. 14, 2025, 7:01 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Closing 5 ideas

Jan. 13, 2025, 12:28 a.m.

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Picture of Turtles all the way down!

Turtles all the way down!

A review of 2024

Jan. 7, 2025, 10:23 p.m.

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Picture of Turtles all the way down!

Turtles all the way down!

Unidata

Jan. 2, 2025, 11:47 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Italian IT services compounder

Nov. 26, 2024, 1:47 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

A biotech slow liquidation

Nov. 21, 2024, 9:52 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Update #7

Nov. 20, 2024, 7:16 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Was the VOC company really worth trillions?

Oct. 30, 2024, 7:58 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Berry Global, part II

Oct. 23, 2024, 3:26 p.m.

No Paywall

Picture of Turtles all the way down!

Turtles all the way down!

Mission critical SaaS company

Oct. 22, 2024, 11:36 a.m.

No Paywall

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